Group 1 - The Hong Kong stock market indices collectively rose, with the Hang Seng Tech Index increasing by over 1.5%, driven by gains in technology stocks [1] - The largest ETF tracking the Hang Seng Tech Index (513180) saw a net inflow of approximately 167 million yuan on October 24, and a total net inflow of about 3.663 billion yuan for October [1] - Shenwan Hongyuan predicts a technology-led market rally in Q4 2025, with a potential peak in spring 2026, indicating that the current bull market has further room to grow [1] Group 2 - As of October 24, the latest valuation (PETTM) of the Hang Seng Tech Index ETF (513180) was 23.28 times, which is below the historical average for approximately 70% of the time since the index was launched [2] - The Hong Kong tech sector is expected to benefit from the current trends in AI, with foreign capital inflows potentially exceeding expectations due to the backdrop of Federal Reserve interest rate cuts [2] - Investors without a Hong Kong Stock Connect account can access Chinese AI core assets through the Hang Seng Tech Index ETF (513180) [2]
低估值+高弹性，配置价值凸显，恒生科技指数ETF（513180）10月“吸金”近37亿元
Mei Ri Jing Ji Xin Wen·2025-10-27 05:25